Time and expense approvals

Setup required before use	Who Can Use It?	Where Is It?
Activate Approvals	See each section below	See each section below

Who Can Use It?	Where Is It?
All Synergy access levels	Tools > System Settings > Time and expenses Tools > System Settings > Alerts

1. Go to Tools > System Settings > Time and expenses tab
2. Check the 'Use Timesheet Approvals' box
3. Select a date in which to start using approvals. 
4. Press Save.

1. Go to Tools > System Settings > Alerts tab
2. Check the Active box for the 'Timesheet and Expense Approvals' option.
3. Enter a date that approval alerts should be sent from. This is normally the same date that you 'switched approvals On from'.
4. Click save.
5. An Alert will then be issued to the staff manager when timesheet and/or expenses are available for approval.

Who Can Use It?	Where Is It?
All Synergy access levels	My Synergy > Configure

Who Can Use It?	Where Is It?
All Synergy access levels	My Synergy > Time and expenses

Submit Day is shown in the Daily Timesheet view, and Submit Week is shown in Weekly Timesheet view. NEW 4.7.4

Submit TimesheetClick the checked box to submit all entries for approval. The items are then locked, and the user is unable to edit the transactions.  

Undo Submit TimesheetClick the unchecked box to undo the submit day/week. This will unlock the items to allow the user to update as required, then resubmit the timesheet for approval. Once the manager has approved the timesheet entries, this option is not available.

Awaiting Approval StatusThe status of 'Awaiting approval' is shown once the timesheet has been submitted. The manager has not yet approved these items. Whilst this status is shown the user can unlock the items for edit, using the Undo Submit Timesheet icon. Once the items have been approved by the manger, further editing is not allowed.

Who Can Use It?	Where Is It?
All Synergy access levels	My Synergy > Time and expenses

1. Select either the Cash expenses or Travel expenses tab.
2. Select the print icon.
3. Uncheck Approved and select All dates. This will print all items that have not been approved yet and will capture anything entered prior to the last approval period. 

Who Can Use It?	Where Is It?
System Administrator, Director, or Staff Manager	My Synergy > Approvals

1. A list of staff who've submitted their timesheet for approval that you manage will appear.
2. Double click a staff member name.
3. A wizard will open with a summary of each day ready for approval.

   

4. Click Next.
5. The first day will appear with individual transactions.

   

6. Here you can mark as Approved or Decline the entry. Next.
7. A final summary of each day will appear. Next.
8. Finish.

Who Can Use It?	Where Is It?
System Administrator, Director, or Staff Manager	My Synergy > New Notes

1. Double click the note that appears in the New notes section of My Synergy.
2. Make a note of the timesheet day that's been declined.
3. The staff member will then need to fix the entry, and resubmit the declined entry for approval.

Who Can Use It?	Where Is It?
All Synergy access levels	My Synergy > Time and expenses

1. Go to the timesheet day stated.
2. The entry declined will be green. Select the declined row.
   
    
3. Click the Resolve declined timesheet button in the toolbar .
4. A comment made by the approval manager is shown.  Select Cancel.
5. Make necessary changes to the timesheet entry.
6. Click the Resolve declined timesheet button .
7. Add a comment if required. 
8. Save.
9. Select the Submit Timesheet icon to resubmit the entry for approval.
10. The staff manager would then go through the approval process again.

Who Can Use It?	Where Is It?
System Administrator or Staff manager	My Synergy > Time and expenses

1. Select the timesheet allocated to <Office> in the grid.
2. Click the unlock button .
3. Make necessary changes.
4. Save.